PIONEER FLOATING RATE TR's ticker is PHD and the CUSIP is 72369J102. A total of 51 filers reported holding PIONEER FLOATING RATE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,273 | +3.8% | 2,250 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $19,530 | -0.2% | 2,250 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $19,575 | -0.8% | 2,250 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $19,733 | +3.9% | 2,250 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $19,000 | -5.0% | 2,250 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $20,000 | -16.7% | 2,250 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $24,000 | -7.7% | 2,250 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $26,000 | 0.0% | 2,250 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $26,000 | -3.7% | 2,250 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $27,000 | +3.8% | 2,250 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $26,000 | +13.0% | 2,250 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $23,000 | -72.3% | 2,250 | -72.7% | 0.00% | -80.0% |
| Q3 2020 | $83,000 | +6.4% | 8,250 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $78,000 | – | 8,250 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wagner Wealth Management, LLC | 191,712 | $1,681,314 | 1.04% |
| Matisse Capital | 243,628 | $1,069,377 | 0.95% |
| LAKE STREET PRIVATE WEALTH, LLC | 382,100 | $3,351,017 | 0.69% |
| Shaker Financial Services, LLC | 93,031 | $823,790 | 0.39% |
| MELFA WEALTH MANAGEMENT, INC. | 32,847 | $288,070 | 0.30% |
| Clear Creek Financial Management, LLC | 107,395 | $941,854 | 0.21% |
| Virtus ETF Advisers LLC | 37,951 | $332,830 | 0.17% |
| CLOUGH CAPITAL PARTNERS L P | 151,754 | $1,330,883 | 0.14% |
| 1607 Capital Partners, LLC | 201,636 | $1,768,348 | 0.12% |
| FLAGSHIP HARBOR ADVISORS, LLC | 101,479 | $889,971 | 0.09% |